Top CRM Consultants in the United States
From the Bay Area’s Salesforce talent pool to Boston’s RevOps leaders and Austin’s fast-scaling SaaS scene, the United States is a global hub for customer relationship management experts. The right partner can align sales, marketing, and service, deliver clean data pipelines, and automate customer journeys that drive revenue.
Clutch makes it easier to choose confidently: every firm in our directory is verified, with in-depth client reviews, service focus, and portfolio details. Use filters to narrow by budget, platform (Salesforce, Microsoft Dynamics 365, HubSpot, Zoho, and more), industry, location, and hourly rate. Start with our curated lists and compare CRM implementation services, CRM strategy consulting, and CRM system integration options that fit your roadmap. Explore top firms globally or refine to the U.S. market here:
• Top CRM Consulting Companies
• CRM Consulting Companies in San Francisco
• CRM Consulting Companies in New York
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
See all 96 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 97 projectsPeeklogic, LLC is a CRM Consulting and SI firm specializing in Salesforce implementation, integration, and customization. Across reviews, 100% of feedback is positive, highlighting their responsiveness, strong project management, and expertise in CRM systems integration. Many clients (over 70%) emphasize Peeklogic's ability to deliver solutions efficiently and their alignment with client values and operational needs.
$5,000+$200 - $300 / hr50 - 249Serves United StatesServices provided
See all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration. Reviewers overwhelmingly highlight their expertise and professionalism, with 100% satisfaction, noting their ability to deliver projects on time and within budget. Approximately 80% of reviewers commend their proactive approach and strong communication skills, emphasizing the value they provide in CRM Consulting and SI services.
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$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
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See all 8 projectsCloudsquare is a Salesforce consulting and integration company specializing in CRM and workflow optimizations. Across their reviews, 100% of clients highlight their expertise in Salesforce, with significant improvements in efficiency and automation. Clients consistently praise Cloudsquare's responsiveness and professionalism, with no reported negative feedback. Many reviews, approximately 70%, emphasize their ability to deliver projects on time and within budget, showcasing their effective project management skills.
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$25,000+$50 - $99 / hr50 - 249New York, NY
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See all 9 projectsErgonized is a Salesforce and CRM solutions provider specializing in digital marketing, application development, and web development services. Overall feedback is overwhelmingly positive, with clients praising their knowledge, adaptability, and reliable communication. Approximately 100% of reviewers highlight their expertise in Salesforce and effective project management. Clients consistently commend Ergonized for delivering high-quality, technically proficient solutions that meet diverse business needs across industries.
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 45 projectsComputan is a web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.
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UndisclosedUndisclosed50 - 249Milwaukee, WI
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See all 1 projectsPenrod is a CRM Consulting and CRM Systems Integration company specializing in Salesforce platform configuration. They are highly regarded for their expertise in life sciences and Salesforce, with a strong ROI reported in ongoing engagements. While project management is generally effective, improvements in communication consistency were noted, as highlighted by 80% of reviewers.
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UndisclosedUndisclosed50 - 249Calabasas, CA
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See all 7 projectsFaye is a CRM consulting firm specializing in CRM implementation and integration services. Across their reviews, 100% of clients praised their project management and communication skills, noting timely delivery and effective problem-solving. Clients highlighted Faye's ability to tailor solutions to specific business needs, with 75% mentioning the impressive understanding of their operations and unique requirements.
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$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
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See all 3 projectsInovi Solutions is a CRM Consulting and Systems Integration company praised for its effective CRM Implementation and Integration services. With a focus on delivering high value at a budget-friendly cost, they received overwhelmingly positive feedback, noted for their responsiveness and ability to handle complex projects, with 100% of reviewers highlighting their impressive problem-solving capabilities.
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Undisclosed$150 - $199 / hr10 - 49St. Louis, MO
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See all 1 projectsXTIVIA (formerly Strategic Sales Systems) is a CRM solutions company specializing in implementing and supporting SugarCRM for diverse business needs. The reviews reflect 100% positive feedback, highlighting themes of exceptional response time, hands-on support, and urgency in project completion. Clients have reported a 25%–27% sales improvement, emphasizing XTIVIA's critical role in enhancing business operations.
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$10,000+$200 - $300 / hr10 - 49Grand Haven, MI
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See all 8 projectsEvenbound is a CRM Consulting and Systems Integration firm highly praised for delivering comprehensive solutions such as CRM implementation, data migration, and marketing integration. With 100% of reviews highlighting their timeliness and effective project management, clients appreciate their personalized approach and deep industry understanding, which consistently results in increased leads and enhanced digital presence.
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$10,000+$100 - $149 / hr250 - 999Atlanta, GA
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See all 6 projectsVelosio is a professional services company specializing in Microsoft solutions, including Microsoft Teams, SharePoint, and Dynamics implementations. They are highly regarded for their knowledgeable and responsive team, with 100% of reviewers praising their expertise and effective project management. Clients appreciate Velosio's ability to deliver projects on time and tailor solutions to meet specific needs, though some mention initial resource allocation improvements.
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$1,000+$50 - $99 / hr10 - 49Bellevue, WA
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See all 18 projectsRevX is a CRM Consultancy and Systems Integration firm highly regarded for its CRM implementation and integration services. Across reviews, 100% of clients commend their timely delivery, adaptability, and excellent communication. Clients appreciate their ability to offer alternative solutions and manage projects efficiently while maintaining customer-centric service.
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$5,000+$25 - $49 / hr250 - 999New York, NY
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See all 20 projectsTechWize is a CRM Consultancy firm specializing in CRM Integration and Systems Integration services. Based on the reviews, TechWize is highly regarded for their expert project management, with 100% of reviewers acknowledging timely delivery and effective communication. Notably, 86% of reviewers praised their CRM implementation expertise, particularly in Salesforce and Microsoft Dynamics CRM.
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$1,000+$150 - $199 / hr50 - 249San Francisco, CA
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See all 11 projectsRSM is a digital media and CRM software integration company renowned for its extensive expertise in Salesforce implementation and customization. Across all reviews, clients consistently praise RSM for their professionalism, efficiency, and ability to deliver projects on time and within budget. Notably, 100% of reviewers highlight the company's technical expertise, seamless communication, and ability to tailor solutions to meet specific business needs, resulting in highly satisfied clients and successful project outcomes.
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$10,000+$200 - $300 / hr50 - 249New York, NY
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See all 3 projectsPlative, previously known as Audaxium, is a consulting firm specializing in NetSuite ERP solutions, offering custom scripting, development, and ongoing support. Reviews reveal a strong emphasis on professionalism, accessibility, and accountability, with nearly 90% of clients praising their detailed attention and business acumen. Clients express satisfaction with the quick ROI and significant business growth facilitated by Plative's strategic guidance and expertise.
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$10,000+$150 - $199 / hr10 - 49Palmetto Bay, FL
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See all 4 projectsDiaz & Cooper is a CRM Consulting firm specializing in CRM Systems Integration and optimization, particularly with HubSpot. Reviews highlight their precise project management, responsiveness, and expert team, contributing to improved SEO and lead generation. Overall, 100% of feedback is positive, with many clients praising their cultural fit and value for cost.
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$5,000+$100 - $149 / hr2 - 9Denver, CO
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See all 1 projectsBrightlark, formerly AdVision Marketing, is a digital marketing agency specializing in inbound marketing, SEO, and paid search. Clients consistently praise the agency for its outstanding results, noting a 400% reduction in cost per lead and increased lead volume. Approximately 70% of communications are managed effectively through dedicated account managers, ensuring clear and proactive collaboration. Reviewers appreciate their proactive approach, with no significant areas of improvement mentioned.
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$5,000+$100 - $149 / hr10 - 49Plymouth, MN
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See all 5 projectsCirrius Solutions is a strategic consulting firm specializing in Salesforce implementations and CRM solutions. Reviews indicate strong expertise in project management and technical consulting, with 100% of reviewers noting their flexibility and dedication to client needs. Clients consistently commend Cirrius Solutions for their professionalism, strategic insights, and ability to integrate seamlessly with internal teams, making them a trusted partner for complex projects.
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$5,000+$150 - $199 / hr2 - 9Osseo, MN
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See all 5 projectsLake One is a CRM Consulting firm specializing in CRM Implementation and CRM Systems Integration, particularly with HubSpot. Clients commend Lake One for their responsive, thorough, and professional service, with 100% of reviewers highlighting their expertise in CRM and marketing best practices. Their ability to integrate seamlessly with client teams and deliver on time is consistently praised.
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$5,000+Undisclosed250 - 999Austin, TX
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See all 43 projectsEBQ is a CRM Consulting and Systems Integration company specializing in lead generation, telemarketing, and HubSpot administration services. Reviews highlight their exceptional project management, seamless communication, and commitment to excellence, with 100% of reviewers praising their professionalism and timely delivery. Clients commend EBQ's ability to exceed expectations and their alignment with company values.
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UndisclosedUndisclosed50 - 249Appleton, WI
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See all 2 projectsLedgeview Partners is a CRM consulting company renowned for customizing and integrating CRM solutions tailored to specific organizational needs. Overall, 100% of reviewers highlight their expertise and collaborative approach, praising their ability to transform complex requirements into user-friendly systems that enhance data management and streamline workflows. With a focus on client satisfaction, Ledgeview Partners consistently delivers positive results, ensuring smooth project execution and ongoing support.
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$25,000+$100 - $149 / hr10 - 49Charlotte, NC
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See all 8 projectsEquals 11 is a CRM Consultancy specializing in CRM Implementation and CRM SI services. They consistently deliver high-quality, timely, and budget-conscious outcomes, with 90% of reviews highlighting their professionalism and culture fit. Their approach is notably high-touch, responsive, and tailored, with 80% of clients commending their capacity to align solutions with business needs and foster meaningful customer relationships.
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$10,000+$150 - $199 / hr10 - 49Atlanta, GA
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See all 5 projectsConfigero is a Salesforce consultancy firm specializing in CRM implementation and custom software development. Reviews indicate a high level of customer satisfaction, with clients praising their in-depth Salesforce knowledge and efficiency in delivering complex projects. Approximately 90% of reviews highlight Configero's ability to meet client needs effectively, with clients commending their commitment to understanding specific industry challenges and offering tailored solutions.
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Undisclosed$150 - $199 / hr10 - 49Charlotte, NC
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See all 2 projectsC5 Insight is a consultancy specializing in technical support and implementation for CRM systems like Salesforce and Microsoft Dynamics, with additional expertise in SharePoint. Reviews highlight their professionalism, flexibility, and deep expertise. Clients express a high level of satisfaction, with 100% of reviewers noting their exceptional support and responsiveness, emphasizing their commitment to understanding and enhancing client operations.
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$25,000+$25 - $49 / hr50 - 249Grapevine, TX
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See all 20 projectsTechnBrains is an app development company that specializes in creating mobile and web applications, offering full-cycle development from initial wireframes to launch and ongoing maintenance. Across various reviews, they are consistently praised for their responsiveness, professionalism, and ability to exceed client expectations, with over 90% of clients recommending them for their tailored solutions and effective communication. Their proactive approach and value-for-cost have made them a preferred choice for many businesses.
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$5,000+$100 - $149 / hr2 - 9New York, NY
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See all 2 projects'EUDOKIA' Technologies Limited is a CRM Consulting and Systems Integration company specializing in CRM Implementation and Integration services. The reviews highlight their expertise in Microsoft Dynamics and their commendable project management, with 100% of feedback being positive. Clients appreciated their user adoption strategies and effective communication, ensuring seamless CRM system integration and enhanced business operations.
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$10,000+$200 - $300 / hr10 - 49West Chester, PA
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See all 17 projectsMole Street is a digital marketing agency specializing in SEO, content marketing, web development, and digital strategy. With an impressive track record, approximately 85% of reviews highlight their high-quality output and strategic expertise. Clients commend their project management and collaborative approach, although minor delays and onboarding improvements were noted. Overall, Mole Street is recognized for its impactful marketing solutions and client engagement.
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$5,000+$150 - $199 / hr50 - 249Los Angeles, CA
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See all 22 projectsSeedX Inc. is a comprehensive digital marketing agency specializing in services such as digital strategy, brand development, social media marketing, and website design. The company consistently receives positive feedback, with nearly 100% of reviewers praising their project management, collaboration, and ability to exceed expectations. Clients commend SeedX Inc.’s team for their quick communication, innovative strategies, and adaptability across diverse industries.
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$5,000+$150 - $199 / hr2 - 9Los Angeles, CA
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See all 8 projectsLead Love is a CRM consulting and systems integration company specializing in HubSpot implementation and optimization. The firm's reviews reveal that 100% of clients appreciate its responsiveness, technical expertise, and ability to deliver projects on time. Clients consistently highlight Lead Love's tailored solutions and comprehensive CRM services, with 75% noting the team's ability to enhance their business processes and reporting capabilities.
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$25,000+$100 - $149 / hr50 - 249Cleveland, OH
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See all 3 projectsRobots & Pencils is a technology consulting firm specializing in Salesforce development and integration. The company is praised for its adaptability and comprehensive expertise in complex business systems, with positive feedback regarding their communication and project management skills. Approximately 80% of reviewers highlight their effective handling of evolving project requirements, though some note initial reliance on external contractors.
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$10,000+$25 - $49 / hr50 - 249San Francisco, CA
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See all 5 projectsCymetrix Infotech Inc. is a CRM consulting firm specializing in CRM implementation and systems integration. The reviews highlight their robust technical expertise, with 100% of clients appreciating their unique solutions for CRM development and integration. They are praised for their responsiveness and project management, with no areas for improvement noted, suggesting a high satisfaction rate among clients.
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$10,000+$50 - $99 / hr10 - 49Laurel, MD
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See all 8 projectsPumex Computing, LLC is a versatile technology solutions provider specializing in web development, Salesforce integration, and custom software development. The company receives overwhelmingly positive feedback, with 100% of reviewers praising their project management, responsiveness, and technical expertise. Notable is the personal involvement of leadership, ensuring seamless communication and effective solutions tailored to client needs.
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$10,000+$150 - $199 / hr10 - 49Wixom, MI
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See all 18 projectsTraction Consulting Group is an ERP and CRM solutions provider specializing in Odoo implementations, system integrations, and custom software development. Their clients, spanning multiple industries, consistently praise the firm for its effective project management, timely communication, and strong cultural alignment. With nearly 100% positive feedback, clients frequently commend their responsiveness, technical expertise, and ability to meet deadlines while delivering projects within budget.
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$1,000+$50 - $99 / hr10 - 49Newport, RI
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See all 14 projectsRejoiner is an email marketing agency specializing in e-commerce and email automation services. Their reviews highlight their expertise in building and optimizing email campaigns, with particular strengths in improving email deliverability, engagement, and conversion rates. Approximately 90% of clients commend Rejoiner for their responsiveness, project management efficiency, and strategic partnership, while clients also appreciate their ability to integrate seamlessly with existing teams and deliver on time.
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$25,000+$50 - $99 / hr1,000 - 9,999Irving, TX
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See all 15 projectsQuisitive, operating under the name Menlo Technologies, is a technology solutions provider specializing in custom software development and IT services, including mobile app development and cloud migration. Reviews highlight their strengths in effective communication, responsiveness, and global team coordination. Approximately 90% of clients commend their technical expertise and project management, while specific suggestions for improvement are minimal, focusing mostly on enhancing design creativity.
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$5,000+$150 - $199 / hr10 - 49Worcester, MA
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See all 10 projectsNew Perspective Marketing is a CRM Consulting firm excelling in CRM Implementation and Integration. The reviews are overwhelmingly positive, with a strong emphasis on their effective project management and alignment with client values. They are praised for streamlining processes and enhancing LinkedIn engagement, demonstrating their focus on sustainability and impactful change.
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$10,000+$100 - $149 / hr1,000 - 9,999Chicago, IL
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See all 3 projectsIndustrie Reply is a versatile IT consultancy that specializes in areas such as software development, CRM implementation, and system integration. Across reviews, clients commend their ability to supply skilled personnel, manage projects efficiently, and adapt to dynamic requirements, with around 90% of feedback being positive. Their global presence and flexible approach make them a reliable partner for complex, international projects.
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$5,000+$150 - $199 / hr1,000 - 9,999Fargo, ND
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See all 3 projectsEide Bailly is a professional accounting and financial advisory firm that provides comprehensive services, including bookkeeping, tax preparation, and financial consultation. Reviewers consistently praise the firm's proactive approach, expertise in regulatory matters, and effective communication, with 100% of the feedback being positive. Clients appreciate their proactive educational support, especially during complex situations like COVID-19 grants.
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$25,000+$50 - $99 / hr50 - 249Issaquah, WA
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See all 6 projectsOntargIT is an IT consulting firm specializing in ERP system development, cloud solutions, and Microsoft Dynamics 365 implementations. Across their reviews, the company is praised for its technical expertise, flexibility, and effective project management. Approximately 100% of reviewers highlighted their ability to meet deadlines and 67% noted the firm's impressive technical skills and responsiveness. Additionally, OntargIT has been effective in cost reduction and process optimization for their clients.
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Undisclosed$150 - $199 / hr50 - 249Lake Saint Louis, MO
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See all 4 projectsTurnkey Technologies, Inc. is a consulting firm specializing in the implementation and integration of Microsoft Dynamics GP and other enterprise solutions. Reviews indicate a strong emphasis on reliability and responsiveness, with approximately 95% of clients highlighting their effective project management and customer service. While there were initial project management challenges, 80% of reviewers commend their improvements and ongoing support.
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UndisclosedUndisclosed2 - 9Chicago, IL
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See all 5 projectsNextME is a technology company specializing in customizable waitlist management solutions, offering scalable applications for events and businesses in various industries. Reviews praise their user-friendly, efficient software and responsive customer service, with 100% of reviewers noting improvements in customer experience and operational efficiency. However, the rapid growth of the company suggests a need for more developers to meet increasing demand.
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$1,000+$150 - $199 / hr10 - 49Austin, TX
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See all 3 projectsRoycon is a Salesforce consulting firm that excels in CRM infrastructure, data management, and system customization. With a 100% positive feedback rate, clients consistently praise their professionalism, fast implementation, and strategic partnership. Approximately 90% of reviewers highlight their responsive communication and valuable insights, underscoring Roycon's commitment to customer satisfaction and scalable business solutions.
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$10,000+$150 - $199 / hr10 - 49Appleton, WI
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See all 12 projectsWeidert Group is a marketing agency specializing in inbound marketing, web development, and HubSpot integration, frequently mentioned for their expertise in content creation, SEO, and project management. They have received overwhelmingly positive feedback, with clients praising their efficiency, communication, and ability to meet deadlines. Approximately 90% of reviews highlight their professional and accommodating team, while over 80% emphasize successful outcomes in website development and inbound marketing strategies.
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$5,000+$150 - $199 / hr2 - 9Cuyahoga Falls, OH
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See all 4 projectsInfoGrow is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration services. Their expertise in Microsoft Dynamics is highlighted by consistently positive reviews, with 100% of reviewers applauding their ability to deliver timely solutions and adapt to complex business needs. Clients particularly appreciate their proactive communication and strategic recommendations for CRM enhancements.
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$10,000+$200 - $300 / hr10 - 49Columbia
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See all 23 projectsobo. is a CRM Consulting and Systems Integration company praised for their strategic and customized approach to client needs. With 100% positive feedback, clients commend their efficiency and responsiveness, noting a successful completion of projects ahead of schedule. obo.'s practical solutions and cultural alignment are frequently highlighted by reviewers as key strengths.
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$5,000+$150 - $199 / hr2 - 9New York, NY
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See all 2 projectsWintec Group Inc. is a CRM Consultancy firm specializing in CRM Implementation and Customer Relationship Management Integration. They have received overwhelmingly positive feedback, with 100% of reviewers highlighting their effective project management, cultural alignment, and ability to deliver tailored CRM solutions that enhance user adoption and streamline processes. Their expertise in CRM Systems Integration is consistently praised.
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$5,000+$100 - $149 / hr10 - 49San Diego, CA
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See all 9 projectsTAVO Media Group is a multifaceted digital marketing agency specializing in web development, marketing strategies, and branding solutions. They are widely praised across reviews for their professionalism, creativity, and effective project management. About 100% of reviewers commend their ability to meet deadlines and foster strong client partnerships, while approximately 70% highlight their flexibility and cost-effectiveness, particularly for startups and budget-conscious organizations.
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$5,000+$50 - $99 / hr10 - 49Pompano Beach, FL
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See all 9 projectsDigifianz | 🇺🇸🇲🇽🇪🇸🇦🇷 is a multifaceted CRM Consulting and Systems Integration company, providing services such as CRM implementation and digital marketing support. Client feedback is overwhelmingly positive, with 100% of reviews highlighting their professionalism, expertise in HubSpot, and strong project management skills. Notably, their team is praised for responsiveness and proactive problem-solving, showcased in both strategic and technical project support.
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$25,000+Undisclosed250 - 999Plano, TX
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See all 5 projectsSoftweb Solutions is a versatile technology services provider specializing in application development, infrastructure architecture, and ongoing support across various platforms like mobile and web. The company has received overwhelmingly positive feedback, with nearly 100% of reviewers highlighting their technical expertise, flexibility, and strong project management skills. Many clients appreciate their deep specialization and the ability to adapt quickly, with 80% emphasizing timely delivery and effective communication.
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$5,000+$200 - $300 / hr2 - 9Cincinnati, OH
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See all 33 projectsBS LLC is a CRM Consultancy firm specializing in CRM Implementation and CRM Systems Integration services, with a focus on solutions like HubSpot CRM. The company receives overwhelmingly positive feedback for its excellent project management and technical abilities, with 100% of reviewers noting improvements in sales and customer follow-up processes. Clients appreciate their supportive approach and recommend thorough communication to maximize project success.
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$5,000+$150 - $199 / hr10 - 49Glendale, CA
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See all 2 projectsInboundAV is a CRM Consultancy specializing in CRM Systems Integration and CRM Implementation services, notably as a diamond HubSpot partner. Their expert team has delivered exceptional results, automating processes and enhancing customer data management. Client reviews reveal a 100% satisfaction rate, frequently praising their consultative approach and seamless project management, which consistently meets or exceeds expectations.
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$5,000+$150 - $199 / hr10 - 49Flower Mound, TX
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See all 2 projectsMarket Disrupt is a CRM Consultancy and CRM Implementation company known for its expertise in CRM Systems Integration and marketing automation. The firm receives consistently positive feedback, with 100% of reviewers praising their adaptability, efficiency, and proactive communication. Clients highlight their ability to integrate tools like HubSpot and Asana seamlessly, resulting in enhanced marketing operations and measurable growth.
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$10,000+$150 - $199 / hr2 - 9Seattle, WA
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See all 68 projectsSayenko Design is a web development company specializing in creating custom WordPress websites with high client satisfaction and excellent project management skills. The company is consistently praised for its flexibility, responsiveness, and technical expertise, with 100% of reviewers highlighting their impressive WordPress knowledge. Reviews indicate a strong focus on meeting deadlines and customer needs, with no significant areas for improvement mentioned.
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List of the Top 15 United States CRM Companies
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$5,000+$200 - $300 / hr50 - 249Chicago, IL
Ability to deliver
35.3/40.017.4/20 Reviews10/10 Clients & Experience7.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
33.8/40.016.6/20 Reviews9.1/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
33.4/40.016.2/20 Reviews9.6/10 Clients & Experience7.6/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$50,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
32.9/40.016.2/20 Reviews6.8/10 Clients & Experience9.9/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$1,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
32.8/40.015.8/20 Reviews9.3/10 Clients & Experience7.7/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$5,000+$100 - $149 / hr10 - 49Miami, FL
Ability to deliver
32.6/40.016.4/20 Reviews9.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
31.9/40.016.2/20 Reviews9.6/10 Clients & Experience6.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
31.8/40.015.6/20 Reviews7.7/10 Clients & Experience8.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
UndisclosedUndisclosed50 - 249Milwaukee, WI
Ability to deliver
31.8/40.014.6/20 Reviews7.6/10 Clients & Experience9.6/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31.4/40.016.8/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
31.4/40.016.2/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
Undisclosed$150 - $199 / hr10 - 49St. Louis, MO
Ability to deliver
30.8/40.016.2/20 Reviews8.1/10 Clients & Experience6.6/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$25 - $49 / hr50 - 249Carlsbad, CA
Ability to deliver
34.6/40.017.4/20 Reviews7.5/10 Clients & Experience9.7/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$200 - $300 / hr10 - 49Grand Haven, MI
Ability to deliver
35.8/40.016.6/20 Reviews9.6/10 Clients & Experience9.6/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$100 - $149 / hr250 - 999Atlanta, GA
Ability to deliver
35.2/40.015.8/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$50 - $99 / hr10 - 49Bellevue, WA
Ability to deliver
29.9/40.015.6/20 Reviews8/10 Clients & Experience6.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+< $25 / hr50 - 249Denver, CO
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
32.2/40.017/20 Reviews7.9/10 Clients & Experience7.3/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Ability to deliver
30.3/40.016.2/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
45% CRM Consulting and SI55% Other -
$10,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
31.6/40.015.2/20 Reviews7.6/10 Clients & Experience8.8/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$10,000+$150 - $199 / hr10 - 49Palmetto Bay, FL
Ability to deliver
34.4/40.016.2/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$5,000+$100 - $149 / hr2 - 9Denver, CO
Ability to deliver
28.8/40.016.2/20 Reviews6.2/10 Clients & Experience6.3/10 Market PresenceService focus
85% CRM Consulting and SI15% Other -
$10,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
39.4/40.020/20 Reviews10/10 Clients & Experience9.4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$50,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
39.1/40.020/20 Reviews9.8/10 Clients & Experience9.3/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$100 - $149 / hr10 - 49Plymouth, MN
Ability to deliver
30.5/40.015.6/20 Reviews10/10 Clients & Experience4.9/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$25,000+$50 - $99 / hr50 - 249Sunny Isles Beach, FL
Ability to deliver
36.3/40.016.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr2 - 9Osseo, MN
Ability to deliver
34/40.016.2/20 Reviews9.2/10 Clients & Experience8.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$50,000+$50 - $99 / hr50 - 249Los Angeles, CA
Ability to deliver
36.2/40.016.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+Undisclosed250 - 999Austin, TX
Ability to deliver
33.4/40.018/20 Reviews7.1/10 Clients & Experience8.3/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr10 - 49McLean, VA
Ability to deliver
35.8/40.017.6/20 Reviews9.7/10 Clients & Experience8.5/10 Market PresenceService focus
25% CRM Consulting and SI75% Other
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U.S. CRM Consulting FAQs
U.S.-based CRM consultants bring platform depth and industry context that shorten time to value. Many teams are certified across Salesforce, Microsoft Dynamics 365, HubSpot, and other ecosystems, with proven playbooks for migration, integration, and user adoption. Proximity to major innovation hubs — San Francisco Bay Area, New York City, Austin, Seattle, Boston, and the Research Triangle — means access to senior talent and partners in data, analytics, and marketing automation.
For regulated sectors, U.S. agencies also understand compliance requirements like HIPAA, SOC 2, PCI, and state privacy laws. If your go-to-market spans sales, marketing, and customer success, a U.S. partner can align stakeholders, run effective on-site workshops, and support change management in your time zone.
Rates vary because of factors like platform, complexity, and team seniority. On Clutch, most U.S.-based CR consultancies charge:
- Hourly rates: typically $100 – $225 for U.S. CRM consultants; specialized architects and solution owners can be higher.
- Fixed projects:
- Quick-start implementations (SMB): $15,000 – $50,000 for core setup, basic automation, and training.
- Mid-market rollouts: $60,000 – $250,000 for multi-cloud deployments, data migration, and custom objects/processes.
- Enterprise programs: $300,000 – $1 million+ for global rollouts, CPQ, complex integrations, and change enablement.
- Managed services: $5,000 – $25,000 per month for continuous optimization, admin support, and roadmap execution.
Expect additional costs for platform licenses, add-ons (e.g., CPQ, Marketing Automation), data tools, and user training.
CRM agencies in the U.S. support a broad spectrum of markets and niches. It’s common to find specialists for:
- SaaS and B2B technology — lead lifecycle, product-led growth data, RevOps.
- Financial services and fintech — KYC workflows, compliance, secure integrations.
- Healthcare and life sciences — HIPAA-aligned processes, patient and provider data.
- E-commerce and retail — omnichannel engagement, order and inventory visibility.
- Manufacturing and distribution — account-based sales, partner portals, ERP sync.
- Higher education and nonprofits — advancement, enrollment, and constituent management.
- Media and professional services — pipeline visibility, resource planning, and billing.
Start by gauging their fit, not just features — thoroughly assess their:
- Platform expertise – confirm certifications and recent case studies in your platform.
- Integration track record – ask about ERP, data warehouse, and marketing automation integrations similar to yours.
- Data and migration approach – request their plan for cleansing, deduplication, and mapping; confirm sandbox strategy and cutover.
- Change management and training – look for structured enablement, adoption metrics, and admin upskilling.
- Security and compliance – validate SOC 2 readiness, HIPAA experience, and role/field-level access design.
- Team model – meet the delivery team, not just sales. Ensure that the onshore/offshore blend and time zone coverage are clear.
- Commercials and scope – seek transparent milestones, acceptance criteria, and a post-launch support plan.
Use Clutch filters to compare verified reviews, client references, budgets, and industries. Shortlist 3–5 firms and run a paid discovery or solution workshop to de-risk the scope.
- No discovery — they jump to build without stakeholder interviews or process mapping.
- Over-customization bias — heavy code vs. configurable, out-of-the-box features.
- Vague data plan — no detail on dedupe, merge rules, or validation logic.
- Light on testing — absent UAT plans, limited regression or performance testing.
- Thin documentation — no solution design, admin guides, or runbooks.
- One-size-fits-all timelines — fixed dates that ignore data/ERP complexity.
- No adoption strategy — training is an afterthought with no change plan.
- Ownership gaps — unclear access, environments, or IP for custom components.
Ignoring red flags now can only pave the way for future headaches for your project. Do your due diligence well and make sure you match with a team that's clear from these warning signs.